Segments are lists of Subscribers created based on different criteria, which give you the ability to target these lists across your communication channels. There are two types of Segments you can create inside your Instance: Manual and Dynamic.
Manual Segments
A Manual Segment is a free-form list that gives you the ability to compile Subscribers into a group based on whatever criteria you want by importing a .CSV or by adding users from your Audience List.
You are able to update Manual Segments whenever you would like. These lists will persist as created until they are edited or deleted.
To learn more about how to create and update Manual Segments, check out these articles:
Dynamic Segments
Dynamic Segments give you the ability to create rules that define a group of Subscribers that you want to communicate with based on their unique attributes.
Your Dynamic Segments will be updated automatically to add/remove Subscribers based on their Subscriber attribute data and the rules you created. This means you don't have to constantly scrub your lists and update your Dynamic Segments every time you want to use them.
To learn how to create a Dynamic Segment, please review: Creating Dynamic Segments
Segments Table
To see the Segments that have been created in your Instance, go to Audience > Segments.
Access Level Filters
The Segments Table is automatically divided into 3 Permission filters:
My Segments: Lists all Segments where you are the creator.
Shared With Me: Lists Restricted Segments where you are included as Shared With. Administrators will see all Restricted Segments in this filter by default.
Global: Lists Segments that are set as Global. All Team Members with relevant permissions will be able to see, edit, use these Segments.
For information about how to use these Permissions with Segments, please review Segment Access Permissions.
Default Columns
Within each of these filters, the following are included by default.
Segment Name: The name of the Segment created in your Instance. You will also see an icon to the left of the Segment name that indicates the type of Segment:
Manual Segments are marked with a wrench icon.
Dynamic Segments are marked with a circular arrow icon.
Ellipse Menu Options: Segment options include: Edit, Manages Access, Duplicate, & Delete
Audience Size: The number of Subscribers that are currently included in the Segment. Does not include Bounced Audience members.
Note: Click the number in this column to open a pop-up modal that will show you a list of the Subscribers in the Segment.
Access Level: The Segment Access Level is displayed in this column. Click the Access Level to review and edit permissions for this Segment.
Creator: The Team Member who created the Segment. If a Team Member is no longer included in your Audience, you'll see 'Deleted Team Member' as Creator.
Note: If “Organization” is the creator, that means the Segment was either created via integration or it is a segment that was pulled from a Parent down into a Managed Child account.
Last Edited: The date that the Segment Name, Access Permissions, or Rules were last changed.
Additional Columns
Beyond the above default columns, you can configure this table to include additional attributes from the Edit Table button at the top right of the table. Columns are added the same way that other audience tables are customizable. For more in-depth instructions on customizing Audience Tables, please review: Customize Your Audience Table Columns - Edit Attribute Columns
The additional columns available for segments include:
Date Created: The date the Segment was first created.
Bounced: The number of Bounced Audience Members in the segment which are currently Bounced. For information about Bounced users, please review: What is a Bounced Email?
Audience Updated: The date and time an audience member was last added or removed. Example of updates include: New .CSV uploaded, a dynamic segment rule was added or removed, or a user now meets a rule criteria.
Bulk Actions
To use the bulk selection function, click to "check" the box to the left of each row that you want to select, or check the box at the top of left of the table to select all Subscribers on the current page.
After at least 1 row is selected, the following bulk actions will appear at the top of the page:
Update Access Level: Change the Access Level to either Restricted or Global.
Delete: Selecting Delete will permanently delete the Segments for all users. Because this action cannot be undone, you will be prompted to confirm the deletion after selecting this option.
Deselect All: When you click Deselect All, All currently selected subscribers will be deselected.
For more in-depth information about using these Bulk Actions, please review Audience Bulk Actions - Segment Bulk Actions
If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.